Request or withdraw closure and follow its status
Read the closure request and lifecycle before confirming or withdrawing it.
Task 1
Closure, withdrawal and technical lifecycle
Before you start
- Permission to close the customer workspace and a reference to the relevant billing operation.
Steps
- Read the current lifecycle and prepare the closure request with references and a reason.
- Check the linked billing operation and whether the request can be withdrawn before an irreversible stage.
- From the authorised role, apply only the provided action and read the retention or suspension history.
What to check
You distinguish the request from technical completion and retention limits.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support